What about this one, is it still sector neutral? Could not find explicit information. JPMorgan U.S. Quality Factor ETF-ETF Shares | JQUA | J.P. Morgan Asset Management
âTracks the JP Morgan US Quality Factor Index
Utilizes a rules-based approach that matches Russell 1000 sector weights and selects stocks based on quality and profitability characteristicsâ
What about an ETF like QUAL?
It tracks the MSCI World ex Australia Quality Index. I mean itâs without Australia and traded there, but so what.
Itâs an old ETF, quite some AUM and trading volume. From the description it seems to be not sector neutral (or I missed it).
Hm it performed very similar to VOO - I think I missed something.
Some withholding taxes, maybe?
Sector allocation also seems to match up with non-sector-neutral quality. As @varepsilon says, withholding taxes. Distributions are at about 1%, and Australia withholds 30% non-treaty rate. I havenât checked if Australiaâs tax treaties are any good for the dividends paid to the fund.
Total returns in USD compared to ZGQ which replicates the same index:
MSCI, FTSE and Solactive get a new playmate â SIX also enters the index market. In short: they try to offer lower fees and higher automation.
Haha, weâll see about the âlow feeâ claim, itâs a Swiss provider after all
is there an ETF that tracks this index
MSCI USA Quality Index
and I am not talking about the sector neutral iShares MSCI USA Quality Factor ETF
No âŠâŠ (20 char)
There is one for MSCI Europe Quality though.
Bloomberg leads me to: ETF FACTS (bmo.com)
It names itself as the BMO MSCI USA High Quality Index ETF - USD Units, but the factsheet says it tracks the MSCI USA Quality Index. Thereâs also an equivalent ETF by the same company denominated in CAD (see full list here). And an equivalent hedged one (hedged in CAD, presumably) for those of us who like to pay insurance.
Information provided as is. I personally would not invest in this, given the fees and the size of the ETF.
As a prospect (not yet, but considering) shareholder of BMO* I believe you should definitely look into this and consider investing large amounts given those juicy fees (to BMO).
* BMO FASTgraph (sorry, couldnât help myself):
thanks for sharing
yes, I too will also pass on this considering the fees of this one
surprising that no major player has any offering for this index for retail investors.
If you want to see it loosely then FUSD is not a bad substitute.
Finpension now appears to offer the âiShares Edge MSCI World Quality Factorâ ETF in its new investment solution: https://finpension.ch/app/uploads/factsheets/IE00BP3QZ601_fact-sheet_de.pdf?t=2024-08-14
Yeah, that is the one that follows MSCI World Sector Neutral Quality Index. I prefer the index that is not sector neutral, especially since I also hold other factors.
Any reason to switch from CSIF (CH) III Equity World ex CH Quality to iShares Edge MSCI World Quality Factor?
The CSIF (CH) III Equity World ex CH Quality is only used in 3a and there is no equivalent ETF which we can use for private wealth. Therefore I went with the iShares Edge MSCI World Quality Factor for my private wealth.
Thank you, but my question was more about if there are any reasons to switch from CSIF (CH) III Equity World ex CH Quality fund to iShares Edge MSCI World Quality Factor when deciding for the componence of a 3a portfolio.
Update: I just noticed that the 3a available index funds are different from the ones from the Invest solution funds, hence my question was irrelevant.
Because 3a funds are linked to pension and have tax advantaged treaties with other countries while normal investments donât have such privileges
Hi, Iâm a beginner and Iâm using Finpension 3a pillar with the quality fund and so far Iâm happy with it.
It seems itâs not easy to find a pure quality etf outside pillar 3a, I read a lot of posts online but everytime I end up wirh different options ans opinions such as QUAL or wisdomtree quality (high ter tough)⊠may I ask you a couple of quality etf to invest in? Iâm talking about long term investing, at least 15 years.
Or do you think that looking for quality outside my choice in 3a pillar makes my investment strategy too much risky?
Thank you for your time